Core & Main Inc. Class ACNM

13F holders, Q4 2025 (December 31)
439holders +10
67new positions
65sold out
9famous investors
$51.99avg. 13F price*

At the end of Q4 2025, 439 institutions reported holding Core & Main Inc. Class A (CNM) in their 13F filings, up 10 from Q3 2025. 67 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($983.7M), Vanguard Group Inc. ($914.6M) and Morgan Stanley ($758.1M). 9 famous investors held it, including Daniel Sundheim (1.3% of D1 Capital Partners's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Core & Main Inc. Class A
CUSIP
21874C102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 428Q1 2024Q2 2024: 419Q2 2024Q3 2024: 389Q3 2024Q4 2024: 414Q4 2024Q1 2025: 421Q1 2025Q2 2025: 447Q2 2025Q3 2025: 429Q3 2025Q4 2025: 439Q4 2025Q1 2026: 476Q1 2026Q2 2026: 454Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$242.5M
Exits65$384.4M

All 13F filers, Q3 2025 → Q4 2025: 16,606,711 shares bought and 28,616,292 shares sold, net −12,009,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

BlackRock, Inc. 0.02% Reduce -0.6% 18,928,518 $983.7M
Vanguard Group Inc. 0.01% Reduce -0.6% 17,598,217 $914.6M
Morgan Stanley 0.05% Add +8.3% 14,586,859 $758.1M
Select Equity Group, L.P. 1.88% Reduce -19.7% 7,778,376 $404.2M
Pictet Asset Management Holding SA 0.38% Reduce -10.7% 7,441,427 $386.8M
FMR LLC 0.02% Add +2.1% 6,354,620 $330.2M
Capital World Investors 0.04% Add +5.8% 6,292,740 $327.0M
State Street Corp. 0.01% Add +1.0% 5,733,516 $298.0M
Royal London Asset Management Ltd. 0.62% Add +12.5% 5,688,595 $295.6M
First Trust Advisors LP 0.20% Add +38.6% 5,318,070 $276.4M
Janus Henderson Group PLC 0.11% Reduce -10.4% 4,623,727 $240.3M
Geode Capital Management, LLC 0.01% Add +2.4% 3,645,108 $189.5M
Amundi 0.05% Add +30.7% 3,062,369 $159.1M
Invesco Ltd. 0.01% Add +2.9% 2,917,310 $151.6M
Impax Asset Management Group plc 0.93% Add +10.8% 2,872,595 $149.3M
Samlyn Capital, LLC 2.36% Add +6.8% 2,841,675 $147.7M
D1 Capital Partners 1.29% Reduce -48.9% 2,647,789 $137.6M
KBC Group NV 0.31% Add +11.6% 2,618,916 $136.1M
Fiduciary Management Inc. 1.49% Reduce -4.0% 2,612,944 $135.8M
Bessemer Group Inc. 0.21% Reduce -18.1% 2,590,449 $134.6M
Dimensional Fund Advisors LP 0.03% Add +8.6% 2,508,945 $130.4M
D. E. Shaw & Co. 0.10% Add +179.0% 2,477,349 $128.7M
Spruce House Investment Management LLC 3.24% No change 2,150,000 $111.7M
Norges Bank 0.01% — 2,083,218 $108.3M
Forest Avenue Capital Management LP 6.43% Add +50.7% 1,879,883 $97.7M
JPMorgan Chase & Co. 0.01% Reduce -9.0% 1,865,756 $97.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 1,860,557 $96.7M
Raymond James Financial Inc. 0.03% Reduce -5.4% 1,783,112 $94.0M
Alliancebernstein L.P. 0.03% Reduce -0.3% 1,790,499 $93.1M
Camrose Capital Investment Partners LLP 14.95% Add +39.0% 1,737,226 $90.3M
Liontrust Investment Partners LLP 1.33% Reduce -8.5% 1,730,797 $89.9M
Fernbridge Capital Management LP 3.95% Add +104.4% 1,546,500 $80.4M
Holocene Advisors, LP 0.17% Reduce -18.6% 1,524,113 $79.2M
Northern Trust Corp. 0.01% Reduce -3.9% 1,517,763 $78.9M
Handelsbanken Fonder AB 0.22% Reduce -49.9% 1,426,831 $74.2M
AMF Tjanstepension AB 0.43% Reduce -0.1% 1,342,563 $69.8M
Hood River Capital Management LLC 0.76% New 1,330,800 $69.2M
CDAM (UK) Ltd 12.06% Add +9.8% 1,276,582 $66.3M
Interval Partners, LP 1.49% Reduce -29.8% 1,228,528 $63.8M
FIL Ltd 0.04% Add +125.2% 1,107,618 $57.6M
Bank of New York Mellon Corp 0.01% Reduce -3.3% 1,093,724 $56.8M
Swedbank AB 0.05% Reduce -9.6% 1,084,200 $56.3M
Truist Financial Corp. 0.06% Add +0.8% 917,412 $47.7M
ACK Asset Management LLC 5.87% No change 900,000 $46.8M
Dendur Capital LP 4.85% No change 898,000 $46.7M
Pembroke Management, LTD 4.81% Reduce -1.5% 895,855 $46.6M
Bank of America Corp. 0.00% Reduce -51.7% 882,941 $45.9M
Robeco Schweiz AG 0.95% Reduce -22.1% 818,544 $42.5M
Hill City Capital, LP 1.56% Add +2.8% 797,000 $41.4M
Mackenzie Financial Corp. 0.05% Add +0.5% 769,524 $40.6M
Jennison Associates LLC 0.02% Reduce -62.8% 775,592 $40.3M
Federated Hermes, Inc. 0.07% Reduce -18.3% 768,150 $39.9M
Goodnow Investment Group, LLC 3.69% Add +18.2% 760,839 $39.5M
XN LP 1.02% New 698,200 $36.3M
Anomaly Capital Management, LP 1.30% Reduce -71.8% 695,109 $36.1M
Point72 Asset Management 0.06% Add +24.0% 694,769 $36.1M
Allianz Asset Management GmbH 0.04% Reduce -3.3% 684,929 $35.6M
Silvercrest Asset Management Group LLC 0.22% Reduce -3.0% 629,198 $32.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.8% 576,505 $30.0M
Legal & General Group Plc 0.01% Reduce -1.2% 572,239 $29.7M
Nuveen, LLC 0.01% Reduce -26.3% 553,552 $28.8M
Local Pensions Partnership Investment Ltd 0.50% No change 543,000 $28.2M
Principal Financial Group Inc. 0.01% Add +28.4% 540,063 $28.1M
Rhumbline Advisers 0.02% Reduce -2.0% 502,389 $26.1M
DF Dent & Co. Inc. 0.38% Reduce -1.5% 501,558 $26.1M
Schonfeld Strategic Advisors LLC 0.13% Reduce -64.7% 487,809 $25.4M
UBS Group AG 0.01% Reduce -30.3% 487,344 $25.3M
BNP Paribas Financial Markets 0.02% Add +57.0% 486,620 $25.3M
Millennium Management 0.02% Reduce -60.3% 469,689 $24.4M
PGGM Investments 0.38% Add +56.6% 467,436 $24.3M
Goldman Sachs Group Inc. 0.00% Add +5.3% 440,437 $22.9M
Soros Fund Management 0.41% New 434,454 $22.6M
California Public Employees Retirement System 0.01% Reduce -3.1% 410,037 $21.3M
Schroder Investment Management Group 0.02% Reduce -4.0% 400,416 $20.8M
CI Investments Inc. 0.09% Add +1.0% 389,589 $20.2M
Swiss National Bank 0.01% Add +1.7% 373,900 $19.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -76.3% 360,404 $18.7M
Duff & Phelps Investment Management Co. 0.21% Add +6.0% 357,052 $18.6M
Qube Research & Technologies Ltd 0.03% New 348,219 $18.1M
Tudor Investment Corporation 0.10% New 336,016 $17.5M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 328,593 $17.1M
Thrivent Financial for Lutherans 0.03% Add +23.5% 328,366 $17.1M
Citadel Advisors 0.01% New 302,457 $15.7M
Davidson Kempner Capital Management LP 0.32% Reduce -53.5% 300,000 $15.6M
Sea Cliff Partners Management, LP 5.97% Reduce -1.6% 272,699 $14.2M
Polar Capital Holdings Plc 0.06% Reduce -0.8% 262,079 $13.6M
Congruence Capital, LLC 4.96% — 259,427 $13.5M
Bayberry Capital Partners LP 4.30% New 257,000 $13.4M
Rockefeller Capital Management L.P. 0.02% Reduce -2.9% 240,686 $12.5M
Envestnet Asset Management Inc. 0.00% Add +6.4% 231,910 $12.1M
Retirement Systems of Alabama 0.04% Reduce -0.2% 228,859 $11.9M
BLI - Banque de Luxembourg Investments 0.35% Reduce -19.8% 224,400 $11.9M
Tidal Investments LLC 0.05% Reduce -5.3% 220,601 $11.5M
Perpetual Ltd 0.17% Reduce -2.8% 220,513 $11.5M
Mediolanum International Funds Ltd 0.11% Add +55.3% 213,795 $11.3M
South Street Advisors LLC 1.58% Reduce -8.6% 216,950 $11.3M
Loomis Sayles & Co. L P 0.01% Add +4.4% 214,063 $11.1M
Thomasville National Bank 0.69% New 213,816 $11.1M
Ameriprise Financial Inc. 0.00% Add +19.4% 212,613 $11.0M
Wedge Capital Management L L P 0.20% Reduce -6.1% 212,174 $11.0M

"% of holder's portfolio" is CNM's weight in each manager's 13F, not the share of Core & Main Inc. Class A the manager owns.

Show all 439 holders